CRM

Know every customer
inside out.

Every contact, every conversation, every deal. All in one place. Stop piecing together customer history from scattered emails and spreadsheets.

Everything you need to manage customer relationships.

Customer and contact records with full activity timelines

Lead capture, scoring, and qualification workflows

Opportunities tracked through your own pipeline stages

Company profiles linked to contacts, invoices, and tickets

Tag and segment customers however your business thinks

Every quote, invoice, and support ticket per customer

Activity logging: calls, meetings, notes, and follow-ups

Lead source tracking to see where business comes from

From lead to loyal customer.

01

Capture

Add leads from any source: manual entry, imported CSV, or future integrations. Leads land in your pipeline instantly.

02

Qualify

Score and qualify leads as you learn more. Move promising ones to opportunities and track them through your sales stages.

03

Win & retain

Convert a won opportunity into a customer. Every invoice, ticket, and note is linked to that customer forever.

All your people, all in one place.

Customers

Business accounts with linked contacts, history, and documents.

Contacts

Individual people at each business, with multiple contacts per account.

Leads

Prospects who haven't bought yet. Score and track their progress.

Common questions.

Can I import my existing customer list?
Yes. You can import customers and contacts via CSV from the data import tool in your settings.
Is there a limit on contacts?
No. All plans include unlimited contacts and customers.
Can I customise the pipeline stages?
Yes. Create and rename pipeline stages in Settings → Pipelines to match how you actually sell.
Can I assign leads to specific team members?
Yes. Leads and opportunities can be assigned to any team member, and owners receive notifications on key events.

Ready to take control of your
customer relationships?

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